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Insight and Advice on My Portfolio, Insurance Needs and Estate Planning

Last post by bonesly « Fri Sep 13, 2024 1:26 pm
Posted in Personal Investments
Replies: 10
by pualius38 » Mon Sep 02, 2024 11:16 am » in Personal Investments

10 Replies

2682 Views

Last post by bonesly
Fri Sep 13, 2024 1:26 pm
brokerage trade with tax sheltered trades

Last post by windpig « Fri Sep 13, 2024 1:25 pm
Posted in Investing - Theory, News & General

by windpig » Fri Sep 13, 2024 1:25 pm » in Investing - Theory, News & General

0 Replies

5 Views

Last post by windpig
Fri Sep 13, 2024 1:25 pm
Anyone take a long work hiatus?

Last post by avalpert1 « Fri Sep 13, 2024 1:25 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by ThankYouJack » Fri Sep 13, 2024 5:11 am » in Personal Finance (Not Investing)

14 Replies

1001 Views

Last post by avalpert1
Fri Sep 13, 2024 1:25 pm
Mid Course correction

Last post by trjack57 « Fri Sep 13, 2024 1:24 pm
Posted in Personal Investments
Replies: 11
by trjack57 » Fri Sep 13, 2024 9:59 am » in Personal Investments

11 Replies

518 Views

Last post by trjack57
Fri Sep 13, 2024 1:24 pm
Best book for 34 y o novice about investing

Last post by Div-Farmer « Fri Sep 13, 2024 1:22 pm
Posted in Investing - Theory, News & General
Replies: 46
by protagonist » Thu Sep 12, 2024 3:47 pm » in Investing - Theory, News & General

46 Replies

1479 Views

Last post by Div-Farmer
Fri Sep 13, 2024 1:22 pm
The best trees and bushes part 3...

Last post by iamlucky13 « Fri Sep 13, 2024 1:22 pm
Posted in Personal Consumer Issues
Replies: 15
by _nvrltthmknwyrnxtmv » Fri Sep 13, 2024 9:02 am » in Personal Consumer Issues

15 Replies

511 Views

Last post by iamlucky13
Fri Sep 13, 2024 1:22 pm
Frequency of rollovers high fee 401k

Last post by exodusNH « Fri Sep 13, 2024 1:21 pm
Posted in Personal Investments
Replies: 10
by sschoe2 » Fri Sep 13, 2024 10:14 am » in Personal Investments

10 Replies

259 Views

Last post by exodusNH
Fri Sep 13, 2024 1:21 pm
Going From CD to Balance Funds

Last post by protagonist « Fri Sep 13, 2024 1:20 pm
Posted in Personal Investments
Replies: 4
by Thundering Man » Wed Sep 11, 2024 9:22 am » in Personal Investments

4 Replies

466 Views

Last post by protagonist
Fri Sep 13, 2024 1:20 pm
Bernstein article - Why Should You Care When Stocks Plunge?

Last post by RationalWalk « Fri Sep 13, 2024 1:20 pm
Posted in Investing - Theory, News & General
Replies: 95
by quercus » Wed Sep 11, 2024 9:54 pm » in Investing - Theory, News & General
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95 Replies

6927 Views

Last post by RationalWalk
Fri Sep 13, 2024 1:20 pm
The Three-Fund Portfolio

Last post by devillif311 « Fri Sep 13, 2024 1:19 pm
Posted in Investing - Theory, News & General
Replies: 3926
by Taylor Larimore » Sun Jan 01, 2012 5:02 pm » in Investing - Theory, News & General
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3926 Replies

2522778 Views

Last post by devillif311
Fri Sep 13, 2024 1:19 pm
HSA accounts

Last post by White Coat Investor « Fri Sep 13, 2024 1:16 pm
Posted in Investing - Theory, News & General
Replies: 19
by Paullmas » Sun Sep 08, 2024 6:42 am » in Investing - Theory, News & General

19 Replies

2113 Views

Last post by White Coat Investor
Fri Sep 13, 2024 1:16 pm
Should I do a bridge annuity?

Last post by steadyosmosis « Fri Sep 13, 2024 1:16 pm
Posted in Personal Investments
Replies: 5
by Jmlrn » Fri Sep 13, 2024 11:58 am » in Personal Investments

5 Replies

182 Views

Last post by steadyosmosis
Fri Sep 13, 2024 1:16 pm
Best Retirement Calculators ?

Last post by vrr106 « Fri Sep 13, 2024 1:15 pm
Posted in Personal Investments
Replies: 28
by robindbee » Sat Sep 07, 2024 2:01 pm » in Personal Investments

28 Replies

3549 Views

Last post by vrr106
Fri Sep 13, 2024 1:15 pm
Why "traditional" asset allocation may be very WRONG

Last post by nisiprius « Fri Sep 13, 2024 1:15 pm
Posted in Investing - Theory, News & General
Replies: 54
by HMSVictory » Fri Sep 13, 2024 9:40 am » in Investing - Theory, News & General
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54 Replies

1898 Views

Last post by nisiprius
Fri Sep 13, 2024 1:15 pm
Vanguard Cash Plus Account

Last post by lemonPepper « Fri Sep 13, 2024 1:13 pm
Posted in Investing - Theory, News & General
Replies: 1260
by stan1 » Fri Jan 12, 2024 12:35 pm » in Investing - Theory, News & General
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1260 Replies

179340 Views

Last post by lemonPepper
Fri Sep 13, 2024 1:13 pm
[What UN-frugal thing do you do? What do you splurge on?]

Last post by Minty « Fri Sep 13, 2024 1:13 pm
Posted in Personal Consumer Issues
Replies: 801
by Professor Emeritus » Fri Nov 21, 2014 6:52 am » in Personal Consumer Issues
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801 Replies

90826 Views

Last post by Minty
Fri Sep 13, 2024 1:13 pm
Trying to help recently widowed friend with late husband's IRA

Last post by HereToLearn « Fri Sep 13, 2024 1:12 pm
Posted in Personal Investments
Replies: 14
by CrossOverGuy » Fri Sep 13, 2024 11:02 am » in Personal Investments

14 Replies

385 Views

Last post by HereToLearn
Fri Sep 13, 2024 1:12 pm
Portfolio Review: $7M NW, Early 40s with 2 kids, targeting < 50 retirement

Last post by White Coat Investor « Fri Sep 13, 2024 1:09 pm
Posted in Personal Investments
Replies: 47
by jmac312 » Mon Aug 19, 2024 5:25 pm » in Personal Investments

47 Replies

8643 Views

Last post by White Coat Investor
Fri Sep 13, 2024 1:09 pm
Latest Roth conversion paper

Last post by smitcat « Fri Sep 13, 2024 1:07 pm
Posted in Investing - Theory, News & General
Replies: 130
by McQ » Wed Sep 04, 2024 10:59 pm » in Investing - Theory, News & General
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130 Replies

12230 Views

Last post by smitcat
Fri Sep 13, 2024 1:07 pm
Questions on getting a new desktop computer

Last post by stan1 « Fri Sep 13, 2024 1:07 pm
Posted in Personal Consumer Issues
Replies: 18
by tc101 » Fri Sep 13, 2024 9:06 am » in Personal Consumer Issues

18 Replies

521 Views

Last post by stan1
Fri Sep 13, 2024 1:07 pm
Water leak 3 months after bathroom reno

Last post by Train2bogle « Fri Sep 13, 2024 1:07 pm
Posted in Personal Consumer Issues
Replies: 22
by Train2bogle » Fri Sep 13, 2024 7:50 am » in Personal Consumer Issues

22 Replies

936 Views

Last post by Train2bogle
Fri Sep 13, 2024 1:07 pm
Is it better to withdraw monthly or yearly for retirement

Last post by sport « Fri Sep 13, 2024 1:02 pm
Posted in Investing - Theory, News & General
Replies: 26
by Tatala » Fri Sep 13, 2024 7:54 am » in Investing - Theory, News & General

26 Replies

1293 Views

Last post by sport
Fri Sep 13, 2024 1:02 pm
Denied comprehensive auto insurance claim (hitting a raccoon

Last post by AB609 « Fri Sep 13, 2024 1:01 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by mesaverde » Thu Sep 12, 2024 8:42 pm » in Personal Finance (Not Investing)

19 Replies

1647 Views

Last post by AB609
Fri Sep 13, 2024 1:01 pm
Understanding NIIT Tax

Last post by jeef « Fri Sep 13, 2024 1:01 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by jeef » Fri Sep 13, 2024 8:52 am » in Personal Finance (Not Investing)

5 Replies

408 Views

Last post by jeef
Fri Sep 13, 2024 1:01 pm
EV / Hybrid basics?

Last post by lazydavid « Fri Sep 13, 2024 1:00 pm
Posted in Personal Consumer Issues
Replies: 29
by yankees60 » Thu Sep 12, 2024 1:22 pm » in Personal Consumer Issues

29 Replies

1687 Views

Last post by lazydavid
Fri Sep 13, 2024 1:00 pm
529 recontributions not coded as such

Last post by SmileyFace « Fri Sep 13, 2024 1:00 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by psteinx » Fri Sep 13, 2024 11:19 am » in Personal Finance (Not Investing)

2 Replies

95 Views

Last post by SmileyFace
Fri Sep 13, 2024 1:00 pm
Need help on Gold

Last post by Div-Farmer « Fri Sep 13, 2024 12:59 pm
Posted in Personal Investments
Replies: 13
by Bennie » Thu Sep 12, 2024 7:37 pm » in Personal Investments

13 Replies

892 Views

Last post by Div-Farmer
Fri Sep 13, 2024 12:59 pm
What are you listening to now

Last post by Chv396 « Fri Sep 13, 2024 12:58 pm
Posted in Personal Consumer Issues
Replies: 6732
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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6732 Replies

791028 Views

Last post by Chv396
Fri Sep 13, 2024 12:58 pm
529 Witdrawal penalty

Last post by Ledzep91 « Fri Sep 13, 2024 12:57 pm
Posted in Personal Investments

by Ledzep91 » Fri Sep 13, 2024 12:57 pm » in Personal Investments

0 Replies

37 Views

Last post by Ledzep91
Fri Sep 13, 2024 12:57 pm
Does naming beneficiaries keep assets out of probate?

Last post by bsteiner « Fri Sep 13, 2024 12:53 pm
Posted in Personal Finance (Not Investing)
Replies: 30
by Myopic squirrel » Tue Sep 10, 2024 12:18 pm » in Personal Finance (Not Investing)

30 Replies

3353 Views

Last post by bsteiner
Fri Sep 13, 2024 12:53 pm
Portfolio Review

Last post by bonesly « Fri Sep 13, 2024 12:52 pm
Posted in Personal Investments
Replies: 4
by trooma7 » Tue Sep 10, 2024 7:32 pm » in Personal Investments

4 Replies

665 Views

Last post by bonesly
Fri Sep 13, 2024 12:52 pm
Add Spouse to Solo 401k

Last post by StealthWealth « Fri Sep 13, 2024 12:49 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by GloryMushroom » Thu Sep 12, 2024 6:01 am » in Personal Finance (Not Investing)

17 Replies

690 Views

Last post by StealthWealth
Fri Sep 13, 2024 12:49 pm
Retire From Military or Stay In Longer?

Last post by AB609 « Fri Sep 13, 2024 12:46 pm
Posted in Personal Investments
Replies: 47
by brian.h » Tue Sep 10, 2024 9:12 pm » in Personal Investments

47 Replies

4052 Views

Last post by AB609
Fri Sep 13, 2024 12:46 pm
HSA Bank eliminating investment options

Last post by Lyrrad « Fri Sep 13, 2024 12:42 pm
Posted in Investing - Theory, News & General
Replies: 456
by nps » Mon Jul 22, 2024 4:21 pm » in Investing - Theory, News & General
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456 Replies

68122 Views

Last post by Lyrrad
Fri Sep 13, 2024 12:42 pm
UHNW Situtation

Last post by WeathKeeper « Fri Sep 13, 2024 12:42 pm
Posted in Personal Investments
Replies: 62
by WeathKeeper » Fri Jul 12, 2024 9:34 am » in Personal Investments
1

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62 Replies

11530 Views

Last post by WeathKeeper
Fri Sep 13, 2024 12:42 pm
What Book Are You Currently Reading? Part VI

Last post by protagonist « Fri Sep 13, 2024 12:33 pm
Posted in Personal Consumer Issues
Replies: 8122
by Alex Frakt » Mon Sep 22, 2014 11:14 am » in Personal Consumer Issues
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8122 Replies

1841661 Views

Last post by protagonist
Fri Sep 13, 2024 12:33 pm
Hearing aids: Costco or audiologist?

Last post by Youngblood « Fri Sep 13, 2024 12:32 pm
Posted in Personal Consumer Issues
Replies: 61
by GenawithanE » Tue Feb 20, 2024 4:39 pm » in Personal Consumer Issues
1

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61 Replies

10100 Views

Last post by Youngblood
Fri Sep 13, 2024 12:32 pm
Social Security office disagrees with calculators

Last post by niagara_guy « Fri Sep 13, 2024 12:32 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by SusanJ » Fri Sep 13, 2024 11:11 am » in Personal Finance (Not Investing)

2 Replies

219 Views

Last post by niagara_guy
Fri Sep 13, 2024 12:32 pm
Senior planning?

Last post by hevysrf « Fri Sep 13, 2024 12:32 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by hevysrf » Fri Sep 13, 2024 12:12 pm » in Personal Finance (Not Investing)

2 Replies

125 Views

Last post by hevysrf
Fri Sep 13, 2024 12:32 pm
Katz-Lacabe et al v. Oracle America

Last post by toddthebod « Fri Sep 13, 2024 12:28 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by cheese_breath » Sun Sep 08, 2024 2:38 pm » in Personal Finance (Not Investing)

18 Replies

8708 Views

Last post by toddthebod
Fri Sep 13, 2024 12:28 pm
How best to get rid of my financial adviser?

Last post by aadc « Fri Sep 13, 2024 12:21 pm
Posted in Personal Investments

by aadc » Fri Sep 13, 2024 12:21 pm » in Personal Investments

0 Replies

7 Views

Last post by aadc
Fri Sep 13, 2024 12:21 pm
First car for a new driver

Last post by YeahBuddy « Fri Sep 13, 2024 12:16 pm
Posted in Personal Consumer Issues
Replies: 64
by YeahBuddy » Thu Sep 12, 2024 6:31 am » in Personal Consumer Issues
1

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64 Replies

2492 Views

Last post by YeahBuddy
Fri Sep 13, 2024 12:16 pm
RR episode on passive investing

Last post by TomatoTomahto « Fri Sep 13, 2024 12:16 pm
Posted in Investing - Theory, News & General
Replies: 1
by Gaston » Fri Sep 13, 2024 11:22 am » in Investing - Theory, News & General

1 Replies

135 Views

Last post by TomatoTomahto
Fri Sep 13, 2024 12:16 pm
International (Non-US) versus US Equities (The "Arguments")

Last post by CraigTester « Fri Sep 13, 2024 12:16 pm
Posted in Investing - Theory, News & General
Replies: 6933
by CraigTester » Sun Jul 23, 2023 3:43 pm » in Investing - Theory, News & General
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6933 Replies

1690402 Views

Last post by CraigTester
Fri Sep 13, 2024 12:16 pm
Should you retire early? A few notes, six months in.

Last post by LadyGeek « Fri Sep 13, 2024 12:02 pm
Posted in Personal Finance (Not Investing)
Replies: 92
by TipsQuestions » Wed Sep 11, 2024 7:48 pm » in Personal Finance (Not Investing)
1

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92 Replies

9007 Views

Last post by LadyGeek
Fri Sep 13, 2024 12:02 pm
Anyone Glad they took Social Security Early?

Last post by TravelforFun « Fri Sep 13, 2024 11:59 am
Posted in Personal Investments
Replies: 122
by LaramieWind » Tue Aug 27, 2024 3:19 pm » in Personal Investments
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122 Replies

20654 Views

Last post by TravelforFun
Fri Sep 13, 2024 11:59 am
Is there a good way to find a Tax Advisor-CPA for consultation

Last post by dailybagel « Fri Sep 13, 2024 11:56 am
Posted in Personal Finance (Not Investing)
Replies: 5
by LotteryTicketLoser » Thu Sep 12, 2024 12:36 am » in Personal Finance (Not Investing)

5 Replies

526 Views

Last post by dailybagel
Fri Sep 13, 2024 11:56 am
Selling Stocks at Loss - Tax Question - Help!!!

Last post by doobiedoo « Fri Sep 13, 2024 11:55 am
Posted in Personal Finance (Not Investing)
Replies: 4
by bg5 » Fri Sep 13, 2024 9:43 am » in Personal Finance (Not Investing)

4 Replies

217 Views

Last post by doobiedoo
Fri Sep 13, 2024 11:55 am
Barrons: Jack Bogle was right about ETFs

Last post by gavinsiu « Fri Sep 13, 2024 11:53 am
Posted in Investing - Theory, News & General
Replies: 26
by Harmanic » Wed Sep 11, 2024 9:27 am » in Investing - Theory, News & General

26 Replies

3675 Views

Last post by gavinsiu
Fri Sep 13, 2024 11:53 am
How do I get an unbiased assessment of my backyard drainage and erosion situation?

Last post by roamingzebra « Fri Sep 13, 2024 11:53 am
Posted in Personal Consumer Issues
Replies: 23
by panpsych » Thu Sep 12, 2024 1:04 pm » in Personal Consumer Issues

23 Replies

1096 Views

Last post by roamingzebra
Fri Sep 13, 2024 11:53 am

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